How big is Conley C.P.A. Group, PLLC's plan?

Conley C.P.A. Group, PLLC's plan reported $4.0M in assets and 9 participants for 2024.

Original filing (PDF)20251010090835NAL0018048898001

Conley C.P.A. Group, PLLC

Name: Conley C.P.A. Group, PLLC — Conley C.P.A. Group, Form 5500 (2024)
Creator: Conley C.P.A. Group, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conley C.P.A. Group, PLLC Profit Sharing Plan

401(k) retirement plan · Conley C.P.A. Group, PLLC's Conley C.P.A. Group, PLLC Profit Sharing Plan held $4.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Kevin Greene signed Conley C.P.A. Group, PLLC's 2024 Form 5500 as plan administrator.

Kevin Greene — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conley C.P.A. Group, PLLC's EIN is 35-2191230.

EIN 35-2191230

Plan number 001

Plan year 2024

ACK ID 20251010090835NAL0018048898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conley C.P.A. Group, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conley C.P.A. Group, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONLEY C.P.A. GROUP, PLLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score